See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,892 | $167,484-8.1% | $151,611+1.5% | $134,475+14.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -19.08% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,389 | $6,829-50.4% | $6,166-45.0% | $4,740-28.5% |
| Participant deferral / active EE | $5,843 | $8,986-35.0% | $8,363-30.1% | $6,400-8.7% |
| Admin fee / account holder | $2,757 | $13,783-80.0% | $11,616-76.3% | $11,426-75.9% |